Podcast Episodes
Back to SearchMonday: Soft US jobs drive yields, USD down
US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawki…
2 years, 1 month ago
Friday: Relief as Powell rules out rate hike
US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen.…
2 years, 2 months ago
Thursday: Fed holds, cites lack of progress towards 2%
The US Federal Reserve has kept rates on hold and signaled a lack of progress towards its 2% inflation goal in recent months. New Zealand’s labour ma…
2 years, 2 months ago
Wednesday: Firm US wages harden views on high rates for longer
Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s facto…
2 years, 2 months ago
Tuesday: US dollar sags back from 160 yen
The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its…
2 years, 2 months ago
Monday: Stuck between rates heaven & hell
The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by th…
2 years, 2 months ago
Friday: Rates seen high for even longer
US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s r…
2 years, 2 months ago
Wednesday: PMIs support rate cut hopes
Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to…
2 years, 2 months ago
Tuesday: Stocks up, but oil & gold fall on easing tensions
Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong…
2 years, 2 months ago
Monday: Markets watching bond yields & USD closest
Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against…
2 years, 2 months ago